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The Private Client Group

Providing highly personalized private banking, investment management, trust services and financial planning services to successful individuals and families.

The Private Client Group

If you’re looking for comprehensive financial management and have $100,000 or more to invest, we offer a streamlined approach backed by the national resources of U.S. Bancorp. Whether you’re beginning to accumulate wealth, are enjoying the heights of a successful career, or planning to share your wealth with future generations, U.S. Bank and its affiliate, U.S. Bancorp Investments, Inc., can help you work toward your financial goals and help simplify your life.

Your Life, Simplified

Comprehensive financial management doesn’t have to be complicated. When you choose The Private Client Group, you’ll work with a dedicated team of professionals who provide you with sound solutions and advice. The Private Client Group has everything you need to enjoy the highest levels of ease, efficiency and confidence — a dedicated relationship manager backed by a team of professionals; sophisticated products and services; access to your accounts by phone, online or in person; and a suite of useful online and mobile account management tools.

Comprehensive Wealth Management Services

Developing and executing a comprehensive financial plan that addresses the aspects of your financial life can be challenging. The Private Client Group offers a wide range of sophisticated services including banking, investment management, trust and financial planning from U.S. Bank and investment management, insurance services and financial planning from U.S. Bancorp Investments, Inc. — We provide everything you need to help you work toward your financial goals and simplify your financial life.

Investment products and financial services are provided through U.S. Bank and/or its affiliate, U.S. Bancorp Investments.

Investment Strategies

Trust Administration

Private Banking

Insurance

The investment management approach at U.S. Bank and U.S. Bancorp Investments is based on an advisory process that involves understanding your goals, risk tolerance and time horizon, then evaluating and making recommendations.

U.S. Bank has been providing trust administration for generations, assuring you access to experienced trust professionals.

We'll give you access to an exclusive bank within U.S. Bank and to a broad range of customized banking products and services, helping you manage your money with ease.

Helping protect your wealth is important. U.S. Bancorp Investments, Inc. offers insurance services to help you safeguard your assets.

Frequently Asked Questions Related to Your Financial Life

Investment products are:

Not a Deposit Not FDIC Insured May Lose Value Not Bank Guaranteed Not insured by any Federal Government Agency

U.S. Bank, U.S. Bancorp Investments, Inc. and their representatives do not provide tax or legal advice. Each individual's tax and financial situation is unique. Clients should consult their tax and/or legal advisor for advice and information concerning their particular situation.

This information is not intended to serve as a recommendation or solicitation for the purchase or sale of any particular product or service. It does not constitute advice and is issued without regard to any particular objective or the financial situation of any particular individual.

For U.S. Bank:

Deposit products offered by U.S. Bank National Association. Member FDIC.

Credit products offered by U.S. Bank and subject to normal credit approval.

Equal Housing Lender Equal Housing Lender

U.S. Bank is not responsible for and does not guarantee the products, services, or performance of affiliates or third party providers.

For U.S. Bancorp Investments, Inc.:

Investment products and services are available through U.S. Bancorp Investments, Inc., member FINRA and SIPC, an investment adviser and a brokerage subsidiary of U.S. Bancorp and affiliate of U.S. Bank.

Insurance products including annuities are available through U.S. Bancorp Insurance Services, LLC, and U.S. Bancorp Investments, Inc.; in Montana, U.S. Bancorp Insurance Services of Montana, Inc.; and in Wyoming, U.S. Bancorp Insurance & Investments, Inc. All are licensed insurance agencies and subsidiaries of U.S. Bancorp and affiliates of U.S. Bank. Policies are underwritten by unaffiliated insurance companies and may not be available in all states. CA Insurance License # OE24641.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1.800.289.9999 or via www.finra.org. An investor brochure describing BrokerCheck is also available through FINRA.

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